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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,394 | $152,612-84.0% | $125,192-80.5% | $152,897-84.0% |
| Participation rate | 50.0% | 83.3%-33.3pp | 79.8%-29.8pp | 82.5%-32.5pp |
| Annual return | 36.08% | 54.85%-18.8pp | 43.79%-7.7pp | 345.43%-309.3pp |
| Employer contribution / active EE | $1,731 | $4,947-65.0% | $3,866-55.2% | $4,764-63.7% |
| Participant deferral / active EE | $2,173 | $5,868-63.0% | $4,937-56.0% | $5,851-62.9% |
| Admin fee / account holder | $20 | $13,437-99.9% | $9,704-99.8% | $11,599-99.8% |